Rackspace signs capacity agreements with Together AI and Blacksmith
www.datacenterdynamics.com — Deployment planned for 2027
AI Data Centers
AI data centers are the physical facilities built to house the specialized hardware and networking required to train and run machine learning models. Truncated covers facility design, power sourcing, cooling technologies, infrastructure investments and regional development.
Struggling marijuana farmers pivot to becoming AI data center sites to escape falling weed revenue — existing water and power infrastructure makes cultivation sites ideal for decentralized ‘mini data center nodes’
Italy’s Poste Targets €600 Million Fund Amid AI Data Center Boom
Sex, spies and salaries shake up AI chipmakers
asia.nikkei.com — The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Calpers Board Member Says AI Now Poses a Stranded-Asset Risk
Siemens Raises Growth Targets on Industrial AI and Data Center Demand
www.unite.ai — Siemens raised its medium-term growth targets on November 12, 2026, after comparable orders increased 25% to a record €108.2 billion for the fiscal year ended September 30, 2026. The company connected the higher ambition...
Foxconn’s Q3 Operating Profit Rises 64%, With Further AI Rack Growth Forecast
aiindustrytoday.com — Foxconn’s Q3 operating profit rose 64% as operating costs grew much more slowly than revenue, despite a lower gross margin. The company forecasts high double-digit AI rack shipment growth in 2027, while
Naver signs 2 trillion won US AI computing deal and plans logistics expansion
www.aiaffairs.com — The first customer for Naver’s AI factory has contracted about 20 MW over four to five years, with computing revenue…
Tech bounce lifts global stocks as dollar gains
finance.yahoo.com — Stock markets rose Wednesday on renewed optimism over AI following strong results from data center operator CoreWeave, while the dollar extended a rally on expectations for at least one more Federal Reserve interest rate hike.The dollar rose to its highest level since May 2025 after one top Fed official floated the idea of a 0.5 percentage point interest rate increase next month.
U.S. finalizing rule to block China’s remote AI chip access- The Information By Investing.com
investing.com — U.S. finalizing rule to block China’s remote AI chip access- The Information
We Are Probably Overbuilding Data Centers: Gary Marcus
As U.S. pushes back on data centers, China races to build them and catch up
www.nbcnews.com — As opposition against data centers mounts in the United States, that's not exactly what's happening in China. The country is beefing up its data center construction across Inner Mongolia and leaning into its manufacturing edge to catch up to the U.S. on AI. NBC News' Janis Mackey Frayer reports.
Can markets find the AI cash?
GE Vernova Fell 25% on Data Center Fears. Only About 20% of Its Gas Turbine Customers Are Data Centers. Time to Buy?
finance.yahoo.com — Investors may be viewing this company's future as being more dependent on the AI industry than it actually is.
Amazon's Computing Boss Says Space Data Centers Won't Be "Feasible Or Practical" For A Decade Even As Musk Believes In 1,300W/m² Heat Dissipation For AI Satellites
wccftech.com — Even though Elon Musk and SpaceX aim to target space-based AI compute aggressively, the CEO of Amazon's AWS cloud computing business, Matt Garman, believes that space data centers are unlikely to be feasible in the next decade. The executive discussed the space data centers during the Sources podcast, where he shared that cooling and serviceability are among the factors that make it difficult for space data centers to be feasible. Few Annual Launches & Cooling Among Factors That Make AWS CEO Skeptical About Space Data Centers Starting out by discussing whether the plan to build out compute infrastructure in space […]
Why the data center you dread might never even be built
TechCrunch — he data center boom looks huge on paper, but how much will actually get built? On this episode of Equity, an energy expert breaks down the projects likely to happen and the ones that never will.
Tech watchdog lays out Democratic agenda for first 100 days
Meta head of infrastructure will leave and be succeeded by former AWS cloud exec
www.cnbc.com — Meta's head of infrastructure and co-head of engineering Santosh Janardhan will leave in 2027, with former AWS senior vice president David Brown taking over.
Consortium to develop 400MW hyperscale AI data center in Oman
www.datacenterdynamics.com — US cloud computing firm Crusoe has indicated interest as a potential off-taker for the project’s data center capacity
UK’s Healey Promises to Avoid US-Style Data Center Free-for-All
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